Director of Firm Operations [HT-XXXXXXX]

VisionSpark•Doylestown, PA

14h•$120,000 - $135,000•Hybrid

About The Position

B.A.T. CONSULTING AND CPAs is seeking a Director of Firm Operations who is energized by developing leaders, strengthening teams, and building systems that allow exceptional people to do their best work. This role involves balancing technical accounting expertise with operational leadership to help a growing organization reach its full potential. The ideal candidate will bring clarity to complexity, build trust through transparency, and inspire others. This is an opportunity to make a lasting impact and shape the future of a growing accounting and advisory firm. The ideal Director of Firm Operations is a Servant Leader, a Builder of People and Process, Technically Credible, a Thoughtful Problem Solver, and Honest, Humble, and Accountable. They are excited by the opportunity to transform a successful accounting practice into a premier business advisory firm, understanding that sustainable growth requires both exceptional people and systems. Success is measured by the leaders developed, teams strengthened, and legacy left behind.

Requirements

7+ years of progressive accounting, tax, or public accounting experience with demonstrated success reviewing complex engagements and providing technical guidance.
3+ years of leadership experience leading multiple departments, teams, or business functions with a demonstrated ability to develop leaders, build high-performing teams, and foster a culture of accountability and continuous improvement.
Strong technical knowledge of accounting principles, tax regulations, and financial reporting with the ability to confidently review work and advise both clients and internal teams.
Demonstrated ability to improve operational efficiency by developing and managing KPIs, operational metrics, resource planning, and departmental performance while maintaining a high standard of client service.
Exceptional communication, coaching, and relationship-building skills with the ability to lead through influence and collaboration.
Bachelor's degree in Accounting, Finance, Business, or a related field.

Nice To Haves

Active CPA or Enrolled Agent (EA) designation, or a strong desire to pursue professional certification.
Background in serving as a Director of Operations, Director of Firm Operations, Integrator, COO, General Manager, Practice Manager, or similar operational leadership role.
Recognized for leading or growing an Accounting, Tax, or Client Advisory Services (CAS) department.
Familiarity with workflow automation, practice management software, Thomson Reuters products, CRM platforms, or other accounting technology solutions.
Skilled at developing leadership scorecards, operational dashboards, and performance reporting systems.
Strong understanding of balancing technical client work with leadership, coaching, and firm management responsibilities.
Experience working within the Entrepreneurial Operating System (EOS®) or a similar business operating framework.
MBA, Master's in Taxation, or other advanced business or accounting degree.
Project Management certification or demonstrated success leading complex cross-functional initiatives.
Comfortable with supporting mergers, acquisitions, or significant organizational growth.
Effective in both public accounting and private industry environments.
A passion for mentoring others and a genuine alignment with BAT's values-driven culture, servant leadership philosophy, and faith-inspired approach to serving both people and clients.

Responsibilities

Provide strategic leadership and day-to-day oversight for the firm's Accounting, Tax, Bookkeeping, and Advisory teams.
Develop, coach, and mentor department leaders and team members while fostering a culture of accountability, continuous improvement, professional growth, and leadership development throughout the organization.
Lead regular leadership meetings, performance reviews, and EOS® meeting rhythms to ensure organizational alignment and execution.
Evaluate team structure, identify talent needs, and ensure the right people are in the right seats as the firm continues to grow.
Partner with the Visionary to execute strategic initiatives while preserving B.A.T.'s collaborative, people-first culture.
Oversee the firm's day-to-day operations while ensuring exceptional client service, operational consistency, and technical excellence across all service lines.
Improve and standardize workflows, systems, and processes to increase efficiency, scalability, and service quality.
Provide technical oversight and quality review for accounting and tax engagements while supporting complex client situations when needed.
Manage firm capacity, resource planning, and workflow to ensure deadlines, deliverables, and client expectations are consistently achieved.
Oversee operational reporting, financial metrics, and resource utilization to support informed business decisions and sustainable growth.
Ensure the firm remains current with changing tax laws, accounting standards, and industry best practices to strengthen internal processes and client advisory services.
Establish and monitor key performance indicators, departmental scorecards, and measurable goals that drive organizational performance.
Lead continuous improvement initiatives that enhance efficiency, profitability, and the overall client experience.
Support the successful integration of new clients, acquisitions, and strategic growth initiatives while maintaining operational excellence.
Build the operational foundation that enables B.A.T. Consulting & CPAs to scale while allowing the Visionary to focus on growth, innovation, and client relationships.
Ensure cross-functional communication and accountability by translating the Visionary's strategic priorities into actionable plans, assigning ownership, removing operational bottlenecks, and driving successful execution across the organization.